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Best financial advisors in Collins Center, NY

Registered advisers within 25 miles of Collins Center, NY.

Offices
95
Firms
39
Combined AUM
$9.32T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,679,130 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
NOTE ADVISORS, LLC
SAPERSTON LEGACY ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.
EDWARD JONES

Investors

RICHARD NORMAN ANDERSEN
JAMES ROBERT MERENICK
DOUGLAS WILLIAM LAFAY
Craig D LaFay
JENNIFER LYNN WARREN
Thomas Shant Yokum
ANDREW W KELLEY
JAMES HENRY EISEMAN
ANGELA MARIE HALL
KRISTINA LYNN SAPERSTON
JAMES GORDON TAYLOR
DAVID MARK BRAUNSTEIN
WILLARD BASCH SAPERSTON
Joshua Robert Haueise
Kevin C Birt
RONALD JOHN YOVIENE
RICHARD A. CAMPBELL
PATRICIA ANN SARGENT
Liam Davis
James Richard Coupe
JOSEPH M. GUNNING
MICHAEL ANTHONY CAPOZZI
Amee Sue Wright
MICHAEL DAVID SILKOWSKI
Tyler Marriott-Wells
JOSEPH PATRICK ROSS
Anthony J. Alleca
Robert A Lucarelli
Patrick Michael Gardner
DAVID HIRSCHBINE
Aaron S Cohen

Within 25 miles of Collins Center, NY, Best Investors lists 39 registered investment advisory firms with 95 offices nearby, managing about $9.32T in combined regulatory AUM across 1,679,130 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Collins Center

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM